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Vanguard Ultra-Short Bond ETF

294 hedge funds and large institutions have $2.12B invested in Vanguard Ultra-Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 33

4% more funds holding

Funds holding: 283294 (+11)

1% more capital invested

Capital invested by funds: $2.08B → $2.12B (+$30.7M)

0.41% more ownership

Funds ownership: 50.72%51.12% (+0.41%)

8% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 111

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.29%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
49
Increased
102
Reduced
111
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
151
Kestra Advisory Services
Texas
$894K +$216K +4,396 +32%
AC
152
Anson Capital
Georgia
$894K +$68.1K +1,384 +8%
GCA
153
Gradient Capital Advisors
California
$874K -$56.5K -1,147 -6%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$856K +$852K +17,308 New
HSA
155
HBK Sorce Advisory
Pennsylvania
$844K -$274K -5,559 -25%
CPWM
156
Cypress Point Wealth Management
Texas
$844K -$951K -19,324 -53%
LPP
157
Life Planning Partners
Florida
$799K +$796K +16,167 New
RWM
158
Ruedi Wealth Management
Illinois
$793K +$13K +264 +2%
Comerica Bank
159
Comerica Bank
Texas
$789K +$436K +8,863 +125%
SAM
160
Summit Asset Management
Tennessee
$743K -$143K -2,900 -16%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$739K -$13.6M -276,946 -95%
RWM
162
Ritholtz Wealth Management
New York
$720K +$717K +14,565 New
PAM
163
Peak Asset Management
Colorado
$713K -$46K -935 -6%
CPA
164
Cardiff Park Advisors
California
$689K -$19.5K -397 -3%
CIC
165
Cutler Investment Counsel
Oregon
$681K -$199K -4,050 -23%
LAM
166
Lakewood Asset Management
Illinois
$680K -$302K -6,143 -31%
CWAF
167
Core Wealth Advisors (Florida)
Florida
$679K +$2.81K +57 +0.4%
CA
168
Cetera Advisors
Colorado
$668K +$205K +4,165 +45%
LA
169
Latitude Advisors
Florida
$655K -$14.1K -287 -2%
BEW
170
Burton Enright Welch
California
$654K +$32.1K +652 +5%
BCM
171
Brasada Capital Management
Texas
$639K +$636K +12,923 New
SIC
172
SJS Investment Consulting
Ohio
$628K +$65.7K +1,334 +12%
CFGSD
173
Compass Financial Group (South Dakota)
South Dakota
$603K -$33.5K -680 -5%
RF
174
Robinswood Financial
Washington
$603K +$214K +4,344 +55%
RVPG
175
Relative Value Partners Group
$592K -$297K -6,036 -34%

VUSB Hedge Fund Activity: Q4 2023 in Review

294 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q4 2023, worth a combined $2.12B — up 1.5% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VUSB positions and 33 closed out — a net gain of 16 holders — while 102 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.8M. The largest seller was Jane Street, exiting entirely with an estimated $45.8M sold.

  • 294 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q4 2023, up from 283 in Q3 2023.
  • Funds reported $2.12B of Vanguard Ultra-Short Bond ETF stock for Q4 2023, up 1.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Ultra-Short Bond ETF positions in Q4 2023 and 33 closed out, a net change of +16 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $48.8M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q4 2023 was Jane Street, an estimated $45.8M sold.

Based on aggregated 13F filings for Q4 2023.